Cloud Computing
Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.
64 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1426 |
Bank of Hawaii
Honolulu,
Hawaii
| $53.2M | -$1.89M | 6 | 3.62% | Reduced |
|
| 1427 |
Howe & Rusling
Rochester,
New York
| $53.1M | -$1.55M | 14 | 7.05% | Reduced |
|
| 1428 |
Tiedemann Advisors
New York
| $53.1M | -$951K | 7 | 3.22% | Reduced |
|
| 1429 |
WMS Partners
Towson,
Maryland
| $53M | -$2.06M | 6 | 7.2% | Reduced |
|
| 1430 |
Akaris Global Partners
New York
| $52.9M | +$541K | 2 | 19.63% | Increased |
|
| 1431 |
AMG National Trust Bank
Greenwood Village,
Colorado
| $52.8M | -$221M | 7 | 1.98% | Reduced |
|
| 1432 |
Boothbay Fund Management
New York
| $52.6M | +$35.3M | 16 | 1.31% | Increased |
|
| 1433 |
Ruffer LLP
London,
United Kingdom
| $52.5M | -$50.4M | 3 | 3.29% | Reduced |
|
| 1434 |
Crosslink Capital
Menlo Park,
California
| $52.4M | +$2.91M | 2 | 13.39% | Increased |
|
| 1435 |
MWM
Madison Wealth Management
Cincinnati,
Ohio
| $52.3M | -$227K | 5 | 12.83% | Reduced |
|
| 1436 |
RBF Capital
San Francisco,
California
| $52.3M | -$4.91M | 9 | 4.4% | Reduced |
|
| 1437 |
Mitchell Capital Management
Leawood,
Kansas
| $52.2M | +$85.9K | 3 | 14.82% | Increased |
|
| 1438 |
MayTech Global Investments
New York
| $52.2M | -$3.43M | 3 | 19.05% | Reduced |
|
| 1439 |
Octahedron Capital Management
Burlingame,
California
| $52.1M | +$5.46M | 6 | 42.59% | Increased |
|
| 1440 |
Freemont Management
Vaud,
Switzerland
| $51.9M | -$4.37M | 5 | 9.47% | Reduced |
|
| 1441 |
Payden & Rygel
Los Angeles,
California
| $51.9M | +$13M | 5 | 3.03% | Increased |
|
| 1442 |
American National Bank & Trust
Wichita Falls,
Texas
| $51.8M | +$1.23M | 11 | 12.39% | Increased |
|
| 1443 |
Gratus Capital
Atlanta,
Georgia
| $51.6M | -$11.3M | 8 | 5.46% | Reduced |
|
| 1444 |
LCM
Lionstone Capital Management
New York
| $51.6M | $0 | 2 | 21.49% | Maintained |
|
| 1445 |
Canandaigua National Corp
Canandaigua,
New York
| $51.6M | +$211K | 6 | 9.16% | Increased |
|
| 1446 |
Mechanics Bank - Trust Department
Walnut Creek,
California
| $51.5M | -$1.44M | 5 | 9.75% | Reduced |
|
| 1447 |
D.L. Carlson Investment Group
Concord,
New Hampshire
| $51.5M | -$1.18M | 5 | 11.19% | Reduced |
|
| 1448 |
Cadence Bank
Tupelo,
Mississippi
| $51.3M | +$26.2M | 6 | 5.32% | Increased |
|
| 1449 |
Psagot Value Holdings
Tel Aviv,
Israel
| $51.2M | +$1.75M | 11 | 14.47% | Increased |
|
| 1450 |
Anderson Hoagland & Co
St Louis,
Missouri
| $51.1M | +$610K | 2 | 8.18% | Increased |
|